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The Sr. Consultant, Client Success Manager (CSM) is an individual contributor responsible for owning the holistic post-sale Client Services relationship for applicable clients and providing operational solutions in support of growing clients’ business. The Sr. Consultant is a trusted client advocate and works proactively with their client portfolio to enable new capabilities, manage geographic expansion, and promote product adoption. The CSM, in partnership with the Account Executive team, also identifies Visa products and solutions that can help address client operational challenges. The role requires solid foundational knowledge of payments processing, high level of professionalism, leadership and interpersonal skills to manage relationships with a variety of internal and client stakeholders.

This role is an exciting opportunity to be at the forefront of Visa’s Client Success transformation by partnering closely with key Visa clients to maximize their benefits realization and value from Visa products through optimizing their performance. Working in conjunction with Account Team members from Sales and Product, you will proactively drive Client Success outcomes in alignment with Visa’s business agenda as detailed in the Sales Account Plan. The individual will also define and deploy client support and service implementation strategies, including automated tools and capabilities to enhance the client experience, that drive value for our clients and support Visa’s strategy.

This role serves as a Fintech segment generalist, located in insert North America, reporting to the Director of the Strategic Fintech Client Services team.

Responsibilities include:

  • Oversee the client implementations of new Visa products by coordinating key Client and Visa teams to expedite implementation readiness activities and steer the client toward getting faster time to value and maximize adoption of deployed products.
  • Ensure Client operational goals and success metrics for their overall Visa product landscape are understood.
  • Build and sustain a trusted client advocate status with key client stakeholders by proactively executing against forward looking Client Success Plans, in alignment with the Account Team, to track client specific outcomes including a client’s adoption and performance of Visa products purchased.
  • Drive and deliver initiatives to improve client adoption of products and use of Visa’s self-service tools.
  • Stay current with the latest local market trends, payment processing trends, Visa solutions and technologies to provide a great Client experience and generate new sales leads as solutions to identified client pain points.
  • Establish working relationships with Client Services and other cross-functional subject matter experts to orchestrate consultation to resolve complex client issues and optimize client performance.
  • Develop client education and training materials (including webinars) to communicate new Visa Rules, essential mandates, Visa Business Enhancement Releases and/or upcoming changes to ensure client readiness and service compliance.
  • Lead periodic operational reviews with clients and Visa stakeholders.
  • Act as the escalation point for managing significant issues and major incident/crisis responses.
  • Showcase operational excellence by supporting cross-functional initiatives to improve the Client experience, incorporating automated solutions to drive efficiency and productivity.
  • Proactively identify and drive opportunities to optimize client performance by monitoring client health and liaising with specialist Visa teams as needed.
  • As applicable, coordinate with global, regional and or in-market Client Success team members to maintain a continuous 360-degree view of the Client and deliver a consistent operational relationship experience.

This is a hybrid position. Expectation of days in office will be confirmed by your hiring manager.

Average salary estimate

$105000 / YEARLY (est.)
min
max
$90000K
$120000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Sr. Consultant, Client Success, Visa

At Visa, we're looking for a dynamic Sr. Consultant, Client Success to join our team in beautiful Ashburn! This role is perfect for someone who thrives on building and nurturing client relationships while driving their business forward. As a Senior Consultant, you'll be the heartbeat of our post-sale Client Services strategy, ensuring that our clients are not only satisfied but also fully maximizing the potential of Visa's products and solutions. You'll work closely with our Account Executive team to identify and address client needs and operational challenges, so a solid understanding of payments processing is essential. Your proactive approach will mean you'll engage with clients to implement Visa products, coordinate with internal teams for seamless operations, and stay ahead of market trends to enhance client experiences. You'll take part in developing training materials and conduct periodic reviews to discuss metrics and goals, ensuring our clients are on the success track. This isn't just a job; it's a chance to be at the forefront of Visa's Client Success transformation and truly impact how our clients perceive value from our services. If you have the professionalism, leadership skills, and a passion for client success, we want to hear from you!

Frequently Asked Questions (FAQs) for Sr. Consultant, Client Success Role at Visa
What responsibilities does a Sr. Consultant, Client Success at Visa in Ashburn have?

As a Sr. Consultant, Client Success at Visa in Ashburn, you'll be responsible for managing the holistic post-sale relationship with clients, overseeing implementations of Visa products, and driving client adoption. You'll collaborate with internal teams and client stakeholders to ensure that operational goals and success metrics are met while identifying opportunities for optimization.

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What qualifications do I need to become a Sr. Consultant, Client Success at Visa?

To become a Sr. Consultant, Client Success at Visa, candidates should possess a solid foundation in payments processing, strong leadership, and interpersonal skills. Experience in client-facing roles, an understanding of Visa products, and the ability to manage stakeholder relationships are crucial for success in this role.

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How does the Sr. Consultant, Client Success role at Visa interact with other teams?

In the Sr. Consultant, Client Success role at Visa, collaboration is key. You'll work closely with the Account Executive team, Client Services, and cross-functional subject matter experts to effectively manage client experiences and drive product adoption while resolving complex issues.

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What does a successful Client Success Plan look like for a Sr. Consultant at Visa?

A successful Client Success Plan for a Sr. Consultant at Visa involves proactive engagement with clients, tailored strategies to improve product adoption, and regular tracking of key outcomes. It should align with the overall Sales Account Plan and focus on maximizing client value.

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Is the Sr. Consultant, Client Success position at Visa hybrid or remote?

The Sr. Consultant, Client Success position at Visa in Ashburn is a hybrid role, allowing for a blend of in-office collaboration and remote work. Specific expectations regarding office days will be confirmed by your hiring manager.

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Common Interview Questions for Sr. Consultant, Client Success
Can you describe your approach to managing client relationships as a Sr. Consultant, Client Success?

Certainly! In managing client relationships, I focus on proactive communication and understanding client needs. I believe in building trust through transparent interactions and offering tailored solutions that align with their objectives.

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What strategies would you employ to drive product adoption among clients at Visa?

To drive product adoption, I would first assess the specific needs and pain points of each client. Next, I would propose solutions that directly address these challenges, provide comprehensive training and ongoing support, and leverage insights from successful case studies to illustrate potential benefits.

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How do you measure success in your role as a Sr. Consultant, Client Success?

I measure success through key performance indicators such as client satisfaction scores, product adoption rates, and the achievement of operational goals. Regularly analyzing these metrics allows me to adjust strategies and ensure ongoing client success.

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How would you respond to a significant operational issue with a client?

In the event of a significant operational issue, I would first acknowledge the issue to the client, actively listen to their concerns, and assure them I’m committed to resolving it. Then, I would collaborate with internal teams to quickly address the problem while keeping the client updated throughout the process.

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What are some key trends in payment processing that you believe impact client strategies?

Key trends include the rise of contactless payments, increasing digital banking solutions, and the importance of security and compliance in transactions. Staying abreast of these trends allows me to guide clients in optimizing their strategies and enhancing customer experiences.

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Describe a time you successfully coordinated a cross-functional team initiative.

At my previous job, I led a cross-functional team to implement a new product for a client. By organizing regular meetings, ensuring open lines of communication, and leveraging each member's expertise, we successfully delivered the product ahead of schedule and exceeded client expectations.

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What methods do you use to stay updated on industry changes and Visa solutions?

I subscribe to industry newsletters, attend relevant conferences, and participate in professional networks. Additionally, I engage in continuous learning through webinars and online courses that focus on payment processing innovations and Visa's offerings.

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How would you develop training materials to ensure client compliance with Visa Rules?

I would first outline the key topics and compliance requirements before creating comprehensive training materials. This would include easy-to-understand guides, webinars, and interactive Q&A sessions to ensure all client staff fully understand the necessary rules and guidelines.

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What qualities do you think are essential for a Sr. Consultant, Client Success at Visa?

Essential qualities include strong interpersonal skills, problem-solving abilities, a client-focused mindset, and a deep understanding of Visa products and market trends. Also, the ability to communicate effectively across various levels of stakeholders is key.

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How do you prioritize and manage multiple client accounts effectively?

I prioritize accounts based on urgency and potential impact. Using project management tools to track deadlines, milestones, and progress helps me stay organized and ensure that I provide timely and effective support to all clients.

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Visa Inc. operates as a payments technology company worldwide. The company facilitates commerce through the transfer of value and information among consumers, merchants, financial institutions, businesses, strategic partners, and government entiti...

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Full-time, hybrid
DATE POSTED
April 9, 2025

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